Latest Institutional Transactions on Chevron Corp (CVX)
This table provides information on the latest institutional transactions involving Chevron Corp (CVX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.6K- 11.13% |
$235K - $269K
|
12.8K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3+ 0.03% |
$440 - $504
|
10.3K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-440- 2.73% |
$64.6K - $73.9K
|
15.7K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
634+ 2.22% |
$93K - $106K
|
29.2K
$4.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
880+ 440.0% |
$129K - $148K
|
1.08K
$153K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
BUY
|
- |
481+ 15.29% |
$70.6K - $80.8K
|
3.63K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-336- 1.48% |
$49.3K - $56.4K
|
22.4K
$3.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
5.13K+ 7.02% |
$753K - $862K
|
78.3K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
1.28K+ 2.05% |
$188K - $216K
|
64.1K
$9.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.3KNew |
$2.54M - $2.91M
|
17.3K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-633- 10.34% |
$92.9K - $106K
|
5.49K
$777K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-11.6K- 5.92% |
$1.7M - $1.95M
|
185K
$26.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 1.59% |
$5.43K - $6.21K
|
2.29K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-159- 5.84% |
$23.3K - $26.7K
|
2.57K
$363K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-19- 0.97% |
$2.79K - $3.19K
|
1.95K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
223+ 0.46% |
$32.7K - $37.5K
|
48.6K
$6.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.99K+ 6.17% |
$438K - $501K
|
51.4K
$7.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
1.77KNew |
$260K - $298K
|
1.77K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
82+ 3.44% |
$12K - $13.8K
|
2.47K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
132+ 1.07% |
$19.4K - $22.2K
|
12.5K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-1.11K- 42.15% |
$163K - $187K
|
1.53K
$217K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-310- 25.73% |
$45.5K - $52.1K
|
895
$127K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-5.9K- 11.16% |
$866K - $991K
|
47K
$6.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
2.17K+ 4.1% |
$318K - $364K
|
55K
$7.79M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.12K+ 16.92% |
$164K - $187K
|
7.71K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.69% |
$880 - $1.01K
|
880
$125K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.39K+ 32.06% |
$351K - $402K
|
9.85K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.82K- 2.68% |
$707K - $810K
|
175K
$24.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
75+ 4.61% |
$11K - $12.6K
|
1.7K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-80- 4.0% |
$11.7K - $13.4K
|
1.92K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.18K- 7.73% |
$172K - $197K
|
14K
$1.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
128+ 0.66% |
$18.8K - $21.5K
|
19.6K
$2.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
160+ 10.8% |
$23.5K - $26.9K
|
1.64K
$232K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-92- 12.78% |
$13.5K - $15.5K
|
628
$88.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-387- 18.57% |
$56.8K - $65K
|
1.7K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.56K+ 2.36% |
$522K - $597K
|
154K
$21.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.71K+ 20.94% |
$398K - $455K
|
15.6K
$2.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-150- 0.51% |
$22K - $25.2K
|
29.3K
$4.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-127- 1.36% |
$18.6K - $21.3K
|
9.19K
$1.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.38KNew |
$203K - $232K
|
1.38K
$196K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-23- 0.27% |
$3.37K - $3.86K
|
8.6K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.32% |
$44.5K - $50.9K
|
23.2K
$3.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-349- 4.03% |
$51.2K - $58.6K
|
8.32K
$1.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
356+ 8.08% |
$52.2K - $59.8K
|
4.76K
$675K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.39K- 8.47% |
$351K - $401K
|
25.8K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
33+ 1.05% |
$4.84K - $5.54K
|
3.17K
$448K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.94% |
$440 - $504
|
323
$45.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
616+ 1.3% |
$90.4K - $103K
|
48K
$6.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-9- 0.36% |
$1.32K - $1.51K
|
2.51K
$355K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
1.08K+ 3.73% |
$158K - $181K
|
29.9K
$4.23M
|